Salary: $70,000 - $78,000 + SuperLocation: St Kilda Road, MelbourneWork Arrangement: Hybrid | 2 days in the office per weekAccounts Assistant - Client ServicesSalary: $70,000 - $78,000 + SuperLocation: St Kilda Road, MelbourneWork Arrangement: Hybrid | 2 days in the office per weekABOUT THE ROLEAn exciting chance has become available for a motivated Client Services Officer to join a growing financial services organisation providing funding and cashflow solutions to Australian businesses.Working closely with the Client Relationship and Operations teams, you will support clients with their day-to-day funding requirements while developing specialist skills in commercial finance.
This varied role combines customer service, administration, transaction processing and account reconciliations.With structured training and a pathway into senior operational and client relationship roles, this is an excellent opportunity for someone looking to build a long-term career in financial services.RESPONSIBILITIESDeliver responsive customer service via phone and email, resolve enquiries and build strong client relationshipsReview and process funding requests, validate invoices and supporting documentation, and accurately record transactionsAllocate incoming payments, investigate unallocated receipts and assist with account reconciliationsSupport client and debtor onboarding,



including preparing documentation and assisting with settlement activitiesMaintain accurate client records, compliance information and internal databases, and assist with credit applications and reportingWork closely with the Client Relationship and Operations teams to monitor accounts, follow up outstanding information and improve processesABOUT YOUPrevious experience in customer service, administration, banking, finance, recruitment, payroll or accounts receivableStrong written and verbal communication skills with a client-focused approachExcellent attention to detail and a commitment to accuracyStrong organisational skills and the ability to manage competing prioritiesA proactive approach to problem-solving and a willingness to learnIntermediate Microsoft Office skills and confidence learning new systemsExperience in lending, invoice finance, reconciliations, credit or debtor management will be highly regardedCULTURE & BENEFITS$70,000 - $78,000 + SuperHybrid working arrangement with 2 days in the office per weekSt Kilda Road locationSupportive and collaborative team environmentStructured training across funding, settlements, credit, compliance and client relationship managementClear development pathway into senior operational and client relationship roles
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📌 Accounts Assistant - Client Services (Melbourne)
🏢 TwoScots Recruitment
📍 Melbourne